证券代码：300595 证券简称：欧普康视 公告编号：2025-033 欧普康视科技股份有限公司 关于角膜塑形用硬性透气接触镜获得医疗器械注册证的公 告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 欧普康视科技股份有限公司（以下简称"公司"）于近日收到国家药品监督 管理局颁发的《中华人民共和国医疗器械注册证》（注册证编号：国械注准 20253160760），公司的"角膜塑形用硬性透气接触镜"新产品已完成注册并获 得第三类医疗器械注册证。现将具体信息公告如下： 一、注册产品基本情况 1、注册人名称：欧普康视科技股份有限公司 2、注册人住所：合肥市高新区望江西路 4899 号 3、生产地址：合肥市高新区望江西路 4899 号 4、产品名称：角膜塑形用硬性透气接触镜 9、注册证编号：国械注准 20253160760 10、审批部门：国家药品监督管理局 11、批准日期：2025 年 4 月 9 日 12、有效期：2025 年 4 月 9 日—2030 年 4 月 8 日 二、产品的审批流程 1、目前所处注册审批阶段：注册已完成。 2、后续所需审批流程：无，注册证有 ...

证券代码：300595 证券简称：欧普康视 公告编号：2025-032 欧普康视科技股份有限公司 关于持股5%以上股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 欧普康视科技股份有限公司（以下简称"公司"）于近日收到公司持股 5% 以上股东南京欧陶信息科技有限公司（以下简称"南京欧陶"）通知，获悉其将 前期质押给广发证券股份有限公司的 559.9079 万股解除质押。现将具体情况公 告如下： 一、股东股份解除质押的基本情况 | 股东 名称 | 是否为 控股股 东或第 一大股 东及其 | 本次解除质 押股份数量 （股） | 占其所 持股份 比例（%） | 占公司 总股本 比例（%） | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 一致行 动人 | | | | | | | | | | 1,806,379 | 1.76 | 0.20 | 2023/7/6 | 2025/4/3 2025/4/3 | | | | 否 | 2,183,700 ...

Core Viewpoint - The eye health awareness among the Chinese population is increasing, leading to significant growth in the ophthalmic optical instrument industry, which is expected to reach a market size of approximately 4 billion yuan by 2024 [1][15]. Industry Overview - Ophthalmic optical instruments are essential for diagnosing and treating eye diseases, including devices like computer visual field analyzers, automatic refractors, corneal topographers, and fundus cameras [3][4]. - The industry has seen remarkable advancements in technology and product development, with domestic companies enhancing their R&D capabilities and launching high-quality products [1][15]. Market Growth - The market size of China's ophthalmic optical instrument industry has been continuously growing from 2017 to 2023, with projections indicating it will reach around 4 billion yuan in 2024 [1][15]. - The increasing prevalence of age-related eye diseases and lifestyle changes, such as prolonged use of electronic devices, are driving the demand for ophthalmic medical services [13][25]. Industry Chain - The upstream of the ophthalmic optical instrument industry includes suppliers of optical glass and plastic, which are crucial for manufacturing high-quality instruments [9][11]. - The midstream consists of various manufacturers of ophthalmic optical instruments, while the downstream includes hospitals, clinics, and optical shops where these instruments are utilized [9]. Competitive Landscape - The market concentration in the ophthalmic optical instrument industry is relatively high, with a few companies dominating specific product areas like fundus cameras and OCT devices [17][18]. - Key players in the industry include companies like 图拜医疗, 康捷医疗, and 新眼光, which are focusing on high-end product development [17][18]. Policy Environment - Recent policies have been introduced to promote the standardization and regulation of the medical device industry, providing favorable conditions for the growth of the ophthalmic optical instrument sector [4][6]. - The government aims to enhance the quality and safety of medical devices, ensuring a robust regulatory framework by 2035 [6]. Future Trends - The market is expected to further penetrate various healthcare institutions, with handheld devices likely to see widespread adoption in grassroots medical facilities [23]. - The integration of artificial intelligence and big data into ophthalmic optical instruments is becoming mainstream, leading to the development of smart devices that enhance diagnostic capabilities [24][25].

证券代码：300595 证券简称：欧普康视 公告编号：2025-031 欧普康视科技股份有限公司 关于持股5%以上股东部分股份补充质押的公告 1、股份质押基本情况 注：本公告中所涉数据的尾数差异或不符系四舍五入所致。 2、股份累计被质押的情况 截至本公告披露日，南京欧陶所持质押股份累计情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 占其 | 占公 | 情况 | | 情况 | | | | | 持股 | 本次质押前 | 本次质押后 | 所持 | 司总 | 已质押 | 占已 | 未质押 | 占未 | | 股东 | 持股数 | 比例 | 质押股份数 | 质押股份数 | 股份 | 股本 | 股份限 | 质押 | 股份限 | 质押 | | 名称 | 量（股） | | | | | | 售和冻 | | | | | | | （%） | 量（股） | 量（股） | 比例 | 比例 | | 股份 | 售和冻 | 股份 | | | | | ...

Investment Rating - The report maintains an "Accumulate" rating for the company [8] Core Views - The company reported a revenue of 1.814 billion yuan in 2024, representing a year-on-year growth of 4.40%, while the net profit attributable to shareholders was 572.23 million yuan, a decrease of 14.16% [8] - The company's main business is under short-term pressure due to macroeconomic factors, with sales of hard contact lenses declining by 6.73% in 2024 [8] - The introduction of the scleral lens is expected to contribute to growth, as it is a widely used optical product in developed countries with significant market potential [8] - The company has adjusted its profit forecasts for 2025 and 2026, lowering the net profit estimates to 646 million yuan and 694 million yuan, respectively [8] Financial Summary - Total revenue is projected to grow from 1.814 billion yuan in 2024 to 2.738 billion yuan by 2027, with a compound annual growth rate of approximately 15.70% [9] - The net profit attributable to shareholders is expected to recover from 572.23 million yuan in 2024 to 788 million yuan in 2027, reflecting a growth rate of 13.44% [9] - The earnings per share (EPS) is forecasted to increase from 0.64 yuan in 2024 to 0.88 yuan in 2027 [9]

投资要点 我们长期看好公司主业稳健增长，维持"增持"评级。 风险提示：宏观经济恢复不及预期，市场竞争加剧等风险。 盈利预测与投资评级：考虑行业整体增速情况，我们将公司2025-2026年归母净利润从8.11/9.43 亿元下 调至6.46/6.94 亿元，并预测2027 年归母净利润为7.88 亿元；2025-2027 年对应当前股价PE 分别为 22/21/18×。 事件：公司发布2024 年年报，2024FY 实现营收18.14 亿元（+4.40%，括号内为同比增速，下同），归 母净利润5.72 亿元（-14.16%）。2024Q4单季度实现营收3.83 亿元（-8.38%），归母净利润0.50 亿元 （-61.38%），受宏观经济影响，业绩略低于我们预期。 受宏观经济影响，公司主业短期承压：1）硬性接触镜类产品的销售主要来自主营产品角膜塑形镜， 2024 年总销售收入下降6.73%。公司在2024 年内延续了2023 年的应对策略，采取了增加各区域销售和 技术支持人员、出台促销政策、推出特色产品和套餐优惠等多种方式，对稳定硬镜的销售收入起了有效 的作用。2）护理产品：公司在2024 年内同样延续了202 ...

证券研究报告·公司点评报告·医疗器械 欧普康视（300595） 2024 年年报点评：业绩短期承压，期待巩膜 镜贡献增量 增持（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1737 | 1814 | 2060 | 2366 | 2738 | | 同比（%） | 13.89 | 4.40 | 13.59 | 14.86 | 15.70 | | 归母净利润（百万元） | 666.60 | 572.23 | 645.98 | 694.23 | 787.54 | | 同比（%） | 6.85 | (14.16) | 12.89 | 7.47 | 13.44 | | EPS-最新摊薄（元/股） | 0.74 | 0.64 | 0.72 | 0.77 | 0.88 | | P/E（现价&最新摊薄） | 21.79 | 25.39 | 22.49 | 20.92 | 18.45 | [Table_Tag] [Table_Summ ...

证券代码：300595 证券简称：欧普康视 公告编号：2025-030 欧普康视科技股份有限公司 关于持股5%以上股东减持公司股份触及1%整数倍的公告 | | 通过证券交易所的集中交易 ☑ 协议转让 □ | | | | | --- | --- | --- | --- | --- | | | 通过证券交易所的大宗交易 ☑ 间接方式转让 □ | | | | | | 国有股行政划转或变更 □ 执行法院裁定 □ | | | | | 本次权益变动方式（可多选） | 取得上市公司发行的新股 □ | | 继承 | □ | | 赠与 | □ | | 表决权让渡 | □ | | 其他 | | | □（请注明） | | | 3. 本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | | 股份性质 | 本次变动前持有股份 本次变动后持有股份 | | | | | 股数(万股) | 占总股本比例 | | 股数(万股) | 占总股本比例(%) | | | | (%) | | | | 合计持有股份 | 11,383.0521 | 12.70 | 10,397.4521 | 11.60 | | 其中：无限售条件股 ...

公司最新资产负债率为14.71%，较去年同期资产负债率增加0.07个百分点。 2025年3月29日，欧普康视(300595.SZ)发布2024年年报。 公司营业总收入为18.14亿元。归母净利润为5.72亿元，较去年同报告期归母净利润减少9436.94万元，同比较去年同期下降14.16%。经营活动现金净流入为 6.85亿元，较去年同报告期经营活动现金净流入减少3847.80万元，同比较去年同期下降5.32%。 公司股东户数为7.07万户，前十大股东持股数量为5.13亿股，占总股本比例为57.17%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 陶悦群 | 33.3 | | 2 | 南京欧陶信息科技有限公司 | 13.6. | | 3 | 合肥欧普民生投资管理合伙企业(有限合伙) | 3.24 | | ব | 中国银行股份有限公司-华宝中证医疗交易型开放式指数证券投资基金 | 1.95 | | 5 | 中国工商银行股份有限公司-易方达创业板交易型开放式指数证券投资基金 | 1.50 | | 6 | 卢文庆 | 1.11 | | 7 | 中国农 ...

Core Viewpoint - The company, Opcon Vision, reported its worst financial performance in a decade for 2024, with revenue of 1.81 billion yuan, a year-on-year increase of only 4.4%, and a net profit of 570 million yuan, down 16.2% year-on-year [1] Group 1: Financial Performance - In 2024, Opcon Vision's core business of rigid contact lens sales generated revenue of 760 million yuan, a decline of 6.73% year-on-year, negatively impacting overall revenue growth [2] - The company's gross margin for rigid contact lenses remained high at 88.31%, despite a slight decline in 2024 [3] Group 2: Market Dynamics - The decline in sales of OK lenses, a key product for the company, is attributed to three main factors: weak high-end consumption, competition from defocus lenses, and an increase in brand competition [2] - The market for defocus lenses has grown rapidly since 2023, attracting potential users away from OK lenses due to their lower price and wider availability [2] Group 3: Future Outlook - The company remains optimistic about the long-term prospects for rigid contact lenses, citing the likelihood of a recovery in OK lens sales due to their superior myopia control effects compared to defocus lenses [3] - The company believes that the current phase of consumer downgrade is temporary and will gradually recover [3] - Another important product, the scleral lens, has been launched and is expected to become a significant market player [3] Group 4: Stock Performance - Since its IPO in 2017, Opcon Vision's stock has experienced significant volatility, with its market value dropping from over 90 billion yuan in 2021 to 14.7 billion yuan currently [4] - As of March 27, the stock price was reported at 16.41 yuan per share, reflecting a 1.5% decline on that day [4]